RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

Sort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Isto Advisors, LLC$218,611$328,631,788$15,680,685$344,312,473
2Gardey Financial Advisors Inc$261,861$141,061,192$24,958,448$166,019,640
3Cahill Wealth Management$331,886$230,328,572$230,328,572
4Kral Financial Advisors$354,523$117,202,000$27,798,000$145,000,000
5White Pine Investment Co$355,361$258,347,603$21$258,347,624
6Pollock Investment Advisors$380,272$187,093,858$187,093,858
7Cws Financial Advisors LLC$404,085$714,316,991$168,204,717$882,521,708
8Blue Chip Partners, Inc.$436,958$532,650,451$4,371,045$537,021,496
9Sage Hill Capital$476,654$76,396,866$58,972,922$135,369,788
10Lvm Capital Management Ltd.$566,087$581,986,592$21,462,030$603,448,622
11Cranbrook Wealth Management$577,449$672,151,070$672,151,070
12Columbia Asset Management$683,057$516,015,624$63,899,383$579,915,007
13Baron Wealth Management$754,191$325,901,561$7,450,891$333,352,452
14Portfolio Solutions LLC$764,006$1,355,347,120$1,355,347,120
15JVL Associates$795,814$186,220,454$186,220,454
16S.A. Mason$824,560$154,228,650$225,893,454$380,122,104
17Miller Capital$1,025,231$131,210,942$24,624,169$155,835,111
18Arbor Wealth Advisors$1,414,417$326,259,215$1,885,509$328,144,724
19Retirement Income Solutions, Inc.$1,432,471$1,713,234,765$1,713,234,765
20Sigma Investment Counselors$1,529,756$960,686,847$960,686,847

Showing 1 to 20 of 20 entries

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Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

Database last updated on June 5, 2019.

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